Janice has been drawn to numbers and finance, beginning at age 21 when her father encouraged her to open an IRA. She holds a B.A. in Accounting from Youngstown State University, and possesses Series 7, 63 and 65 professional designations.
Her personal experiences vary with a wide range of clients over the last 28 years. From caring for ill parents, to sitting on various non-profit Board of Directors, these experiences have given her a unique perspective and strengthened her desire to guide her clients through their financial lives.
The greatest compliment Janice’s clients give is that she makes the investment “lingo” understandable, while making clients feel at ease.
Outside of the financial world, you will find Janice on her bike. She is an avid cyclist, traveling to Italy, Corsica and Spain often to log miles on international terrain. She "loves" her Peloton, enjoys yoga, weight-lifting, cooking and spending time with family and friends.